Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Portfolio holdings

AUM $29.7B
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26.2B
AUM Growth
-$687M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$296M
2
+$207M
3
+$182M
4
SN icon
SharkNinja
SN
+$132M
5
ALL icon
Allstate
ALL
+$126M

Top Sells

1
+$270M
2
+$261M
3
+$209M
4
VRT icon
Vertiv
VRT
+$191M
5
FMX icon
Fomento Económico Mexicano
FMX
+$116M

Sector Composition

1 Financials 14.91%
2 Industrials 13.97%
3 Healthcare 13.58%
4 Technology 11.79%
5 Energy 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$969M 3.7%
26,053,039
-5,147,556
2
$779M 2.98%
17,568,479
-62,128
3
$748M 2.86%
2,640,331
-94,463
4
$673M 2.57%
6,541,048
-73,762
5
$650M 2.49%
19,557,249
+5,483,078
6
$638M 2.44%
15,757,695
+2,198,993
7
$638M 2.44%
4,168,152
-257,720
8
$618M 2.36%
11,172,873
+137,665
9
$597M 2.28%
1,371,235
+132,432
10
$595M 2.28%
5,344,741
+1,129,653
11
$593M 2.27%
6,016,734
+576,913
12
$542M 2.07%
13,263,039
-956,071
13
$520M 1.99%
6,258,280
-156,680
14
$501M 1.92%
4,511,111
+492,730
15
$499M 1.91%
2,649,017
-559,990
16
$487M 1.86%
6,213,260
+43,345
17
$471M 1.8%
7,766,806
-93,129
18
$470M 1.79%
1,589,907
+91,949
19
$456M 1.74%
1,986,257
+128,273
20
$453M 1.73%
898,341
-44,647
21
$450M 1.72%
9,724,314
+1,843,116
22
$444M 1.7%
4,795,738
+202,315
23
$438M 1.67%
5,872,604
-271,622
24
$437M 1.67%
20,720,130
+4,130,294
25
$432M 1.65%
9,421,284
+1,901,419
1
2 3 4 5